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as a user of the name is 365 you can fail the task to create Word or Excel file from existing dynamic 65 entry it can be contract that you need to physically sign from opportunity entry are some invoice that you need to send to your customer with data from invoice entry all that can be done by built-in functionality in this video we will review how to do them hello my name is Eugen I'm the name of 265 specialist from Ukraine with five years of experience in foreign projects if you need to create Word file from dynamics first what you need to do is to create work template for needed entity you should go to settings templates document templates and then create new template on pop-up you should select type of document that you want to generate it can be Excel or word we will proceed with word template also you should select entity for which you want to create it I will create one for opportunity if you want to get data from related entities to your template on next window you will be abl...
